Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$85K - $90.4K
|
1K
$88.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.23K- 3.36% |
$105K - $111K
|
35.4K
$3.15M
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
89.1K+ 27.39% |
$7.57M - $8.05M
|
414K
$36.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
827+ 16.69% |
$70.3K - $74.7K
|
5.78K
$514K
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.59K+ 5.74% |
$390K - $414K
|
84.5K
$7.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-191- 7.18% |
$16.2K - $17.3K
|
2.47K
$220K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
724New |
$61.5K - $65.4K
|
724
$64.3K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-23- 4.06% |
$1.96K - $2.08K
|
544
$48.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.55KNew |
$641K - $682K
|
7.55K
$671K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.59K+ 6.49% |
$135K - $143K
|
26K
$2.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-554- 19.53% |
$47.1K - $50.1K
|
2.28K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.89K- 65.13% |
$841K - $894K
|
5.3K
$471K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
851New |
$72.3K - $76.9K
|
851
$75.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
155+ 9.85% |
$13.2K - $14K
|
1.73K
$154K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.46K+ 0.78% |
$124K - $131K
|
188K
$16.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-770- 4.61% |
$65.5K - $69.6K
|
15.9K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
300New |
$25.5K - $27.1K
|
300
$26.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.49K- 48.94% |
$637K - $677K
|
7.81K
$694K
|
|
|
Nov 05, 2025
Q3 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
PUT |
70KNew |
$5.95M - $6.32M
|
70K
$6.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.56KNew |
$303K - $322K
|
3.56K
$317K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-842- 2.76% |
$71.6K - $76.1K
|
29.7K
$2.64M
|
|
|
Nov 05, 2025
Q3 2025
|
American Asset Management Inc.
|
BUY
|
- |
962+ 21.09% |
$81.8K - $86.9K
|
5.52K
$491K
|
|
|
Nov 05, 2025
Q3 2025
|
American Assets Investment Management, LLC
|
SELL
|
- |
-2.5K- 17.24% |
$213K - $226K
|
12K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.27KNew |
$193K - $205K
|
2.27K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
18.7K+ 10.75% |
$1.59M - $1.69M
|
192K
$17.1M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.86K- 11.77% |
$158K - $168K
|
13.9K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
50+ 1.62% |
$4.25K - $4.52K
|
3.13K
$278K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
369New |
$31.4K - $33.3K
|
369
$32.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
22+ 122.22% |
$1.87K - $1.99K
|
40
$3.55K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-33- 1.07% |
$2.81K - $2.98K
|
3.06K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.31K- 3.7% |
$112K - $119K
|
34.2K
$3.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-53- 1.84% |
$4.51K - $4.79K
|
2.83K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.84K+ 51.67% |
$241K - $257K
|
8.34K
$741K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.59K+ 149.71% |
$305K - $324K
|
5.98K
$532K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
14.4K+ 103.22% |
$1.22M - $1.3M
|
28.3K
$2.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.22K+ 25.64% |
$528K - $562K
|
30.5K
$2.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.89K- 19.36% |
$671K - $713K
|
32.9K
$2.92M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16.5K- 21.24% |
$1.4M - $1.49M
|
61.1K
$5.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-138- 5.71% |
$11.7K - $12.5K
|
2.28K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4+ 0.14% |
$340 - $361
|
2.85K
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
155+ 0.49% |
$13.2K - $14K
|
31.6K
$2.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-169K- 23.68% |
$14.3M - $15.2M
|
543K
$48.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
5.4K+ 157.64% |
$459K - $488K
|
8.82K
$784K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
14+ 21.54% |
$1.19K - $1.26K
|
79
$7.02K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
2.07K+ 19.04% |
$176K - $187K
|
12.9K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.62K+ 14.47% |
$308K - $327K
|
28.7K
$2.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-180K- 92.27% |
$15.3M - $16.3M
|
15.1K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-155- 9.82% |
$13.2K - $14K
|
1.42K
$127K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
36K+ 104.7% |
$3.06M - $3.26M
|
70.4K
$6.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-113- 4.31% |
$9.61K - $10.2K
|
2.51K
$223K
|
|